See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,155 | $88,594-96.4% | $70,092-95.5% | $134,475-97.7% |
| Participation rate | 70.0% | 74.9%-4.9pp | 70.5%-0.5pp | 81.2%-11.2pp |
| Annual return | 14.63% | 442.67%-428.0pp | 190.73%-176.1pp | 417.96%-403.3pp |
| Employer contribution / active EE | $614 | $3,233-81.0% | $2,559-76.0% | $4,740-87.0% |
| Participant deferral / active EE | $614 | $4,772-87.1% | $3,849-84.0% | $6,400-90.4% |
| Admin fee / account holder | $511 | $10,441-95.1% | $6,267-91.9% | $11,426-95.5% |